Fitzrovia Financial Planning Limited

Reference number: 806986

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Fitzrovia Financial Planning Limited (FRN 806986) is an AR of RAYMOND JAMES WEALTH MANAGEMENT LIMITED (FRN 124412). When you use Fitzrovia Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Fitzrovia Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    020 7739 8200

  • Address

    Ropemaker Place, 25 Ropemaker Street, London, Islington, EC2Y 9LY, United Kingdom

In the full report: 2 background checks

  • What kind of line 020 7739 8200 is, and the other firm that gives it
  • Who else gives the postcode EC2Y 9LY
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Raymond James Wealth Management Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company status
Active
Company type
Private limited company
Incorporated
7 March 2018 (8 years old)
Registered office
1st Floor Arthur Stanley House, 40-50 Tottenham Street, London, W1T 4RN, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Graeme James Blair Director Jan 1969 12 Mar 2024 7 other companies
Francesca Margaret Hampton Director Mar 1970 12 Mar 2024 7 other companies
John Robert Porteous Director Dec 1970 20 Jan 2025 None
Esther Selina Wood Director Aug 1974 30 May 2025 7 other companies

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
19
closed down
5
are FCA-registered
2

In the full report: all 19 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register, including one no longer authorised
  • The 2 companies these 4 directors run together
  • All 8 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 September 2025Full accountsNot audited

Total equity

£41.3k

+33% from £31.1k

Cash at bank

£67.3k

+6.5% from £63.2k

Owed within a year

£37.0k

−21% from £46.8k

Total equity

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 11240082. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Fitzrovia Financial Planning’s history from the FCA register and Companies House, newest first.

2018

19 April 2018

  • Became an appointed representative

FCA register

17 April 2018

  • Raymond James Wealth Management Limited became a part-owner (25–50% of shares)

Companies House

7 March 2018

  • Incorporated at Companies House
  • Ffp Holdings Limited became a part-owner (25–50% of shares)

Companies House

In the full report: all 17 events

  • All 17 events in its history (4 shown here)
  • Every director appointment and resignation: 12
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Firms connected to Fitzrovia Financial Planning

Other FCA-listed firms that share a director, phone number or address with Fitzrovia Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share a director
1
share its phone number
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1), the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
  • 1 past link through former directors
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Firms like Fitzrovia Financial Planning

Other firms of the same type (financial adviser), nearest first.

In London

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Fitzrovia Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 19 other companies its directors have run, named
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 17 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Fitzrovia Financial Planning Limited FCA authorised?
Fitzrovia Financial Planning Limited (FRN 806986) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Fitzrovia Financial Planning?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Fitzrovia Financial Planning Limited (FRN 806986) is an AR of RAYMOND JAMES WEALTH MANAGEMENT LIMITED (FRN 124412). When you use Fitzrovia Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Fitzrovia Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Fitzrovia Financial Planning’s phone number?
The FCA register lists the phone number 020 7739 8200 for Fitzrovia Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Fitzrovia Financial Planning a scam or clone?
Fitzrovia Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Fitzrovia Financial Planning?
Protection works through Raymond James Wealth Management Limited, the principal firm responsible for Fitzrovia Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Fitzrovia Financial Planning?
Companies House lists 2 people with significant control of Fitzrovia Financial Planning: Raymond James Wealth Management Limited (25–50% of shares) and Ffp Holdings Limited (25–50% of shares).
Who runs Fitzrovia Financial Planning?
Companies House lists 4 directors of Fitzrovia Financial Planning: Graeme James Blair, Francesca Margaret Hampton, John Robert Porteous and Esther Selina Wood.
How long has Fitzrovia Financial Planning been in business?
The company was formed on 7 March 2018.
What do Fitzrovia Financial Planning’s latest accounts show?
Its latest accounts, to 30 September 2025, show total equity of £41.3k (+33% from £31.1k) and cash at bank of £67.3k (+6.5% from £63.2k).

Sources and links

The full report on Fitzrovia Financial Planning Limited

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